We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in U.S. News & World Report’s article, “5 Best S&P 500 Index Funds to Buy Now.” In the piece written by Kate Stalter, Steven offers his insights into the advantages of investing in S&P 500 index funds, emphasizing their...Read More
We’re excited to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article published on Yahoo Finance, Reuters, and IndexBox, titled, “Investors flock to safety of US short-term government bond funds.” Written by Patturaja Murugaboopathy, the article highlights a significant shift in investor behavior, with substantial inflows into U.S....Read More
The U.S. has recently proposed a new wave of tariffs on key trading partners, including China, Canada, Mexico, and potentially the European Union. With rates ranging from 10% to 25% on a broad array of goods—from industrial components to consumer electronics and raw materials—these tariffs have understandably raised near-term concerns and uncertainty. While headlines emphasize...Read More
The financial world is constantly changing, and with it comes a whole new set of buzzwords to describe trends, technologies, and challenges in the industry. While some of these terms may sound complicated — or even a bit gimmicky — they often highlight important shifts in how money is managed, how the economy is viewed,...Read More
We are thrilled to announce that our Chief Investment Officer and CEO, Steven Rogé, has been invited as a distinguished guest speaker at the National Association of Personal Financial Advisors (NAPFA) Fall 2024 National Conference! The event will be held from October 30 – November 2, 2024, at the Omni Nashville Hotel in the vibrant...Read More
“Presidents come and go, but the markets continue to move higher over time.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Presidential elections in the United States have always been pivotal events, but this time feels particularly different. The age-old question persists – how do elections affect the stock market? The...Read More
We’re excited to announce that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article titled, “‘T-Bill and Chill’ Is a Hard Habit for Investors to Break,” which was shared by various news outlets, including Advisor Perspectives, Yahoo Finance, Bloomberg, Barchart, Nasdaq, and WealthManagement.com. The article delves into the phenomenon where...Read More
“The markets – whether investors like to believe so or not – have always been unpredictable.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Stock market volatility is frequently a topic of significant concern, and it’s completely understandable for investors to feel uneasy when the market exhibits fluctuations. As a fee-only...Read More
Do you ever feel like the economic news you read just doesn’t match your personal financial experience? If so, you’re not alone. This phenomenon, known as a “vibecession,” highlights the growing disconnect between official economic data and the financial realities we face daily. First coined by economic commentator Kyla Scanlon in June 2022, the term...Read More
